上海艾录(301062) - 2021-002上海艾录调研活动信息

Group 1: Company Overview - Shanghai Ailu Packaging Co., Ltd. initially focused on industrial paper bag packaging before expanding into composite plastic packaging due to customer demands for high barrier properties [1] - The company has developed high barrier films and maze channel exhaust technologies to meet customer requirements for waterproof and moisture-proof packaging [1] Group 2: Product Development - In April 2018, the company received a packaging development request from Miaokelan for cheese stick products, aiming for domestic production to improve delivery time and pricing compared to foreign suppliers [1] - A dedicated R&D team was established to address the client's needs, leading to successful product development after multiple trials [1] Group 3: Product Features - The cheese film structure consists of a three-layer composite: outer PS film, middle PS material with strict tensile and shrinkage requirements, and an inner EVOH barrier film that provides flavor locking and easy tearing properties [2] - The outer layer must withstand temperatures above 170 degrees Celsius without deforming and requires high printing precision [2] Group 4: Competitive Advantages - The company possesses first-mover advantages in new product development and large-scale production [2] - It ensures food safety through GMP production environments and offers competitive pricing and cost advantages in composite plastic packaging [2] - The company provides integrated solutions and has a high degree of automation, resulting in shorter delivery cycles and favorable payment terms compared to foreign competitors [2] Group 5: Production Environment - The company operates multiple 100,000-level clean production workshops that meet the production requirements for dairy products, food additives, and pharmaceutical intermediates, ensuring compliance with national food and drug standards [2] Group 6: Raw Materials - Main raw materials include base paper, plastic particles, and PE films, with core materials for industrial paper packaging being strong kraft paper [2] - The company sources a variety of plastic particles for use in the PS layer, EVOH layer, and PE films in paper bags and injection-molded products [2]